Gift Planning

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Resources

Forms
Sample Bequest Language (PDF)
Letter of Intent (PDF)
IRS Form 8282, "Donee Information Return" (PDF)
IRS Form 8283, "Noncash Charitable Contributions" (PDF)
Instructions for Form 8283 (PDF)
IRS Publication 526, "Charitable Contributions" (PDF)
IRS Publication 561, "Determining the Value of Donated Property" (PDF)

Links
American Council on Gift Annuities
Partnership for Philanthropic Planning
Planned Giving Design Center
Charity Navigator
GuideStar

Books
Tools and Techniques of Charitable Planning, 2nd Edition
The National Underwriter Company

Tax Economics of Charitable Giving

Warren, Gorham and Lamont of RIA

The Complete Guide to Planned Giving, 3rd Edition

Ashton Associates




Copyright © Community Foundation of Frederick County, MD, Inc., All rights reserved.

The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.


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